Position in SUN
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$792,787
+$29,715 QoQ
Shares Held
11,745
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#110
of 300 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026M.E. ALLISON & CO., INC. holds $1,031,350 across 2 Oil & Gas Refining & Marketing names. SUN ranks #1 (76.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUN |
Sunoco LP
This page
|
11,745 | $792,787 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
916 | $238,563 |
All Filings in SUN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $792,787 | 11,745 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $763,072 | 11,745 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $615,555 | 11,745 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $587,367 | 11,745 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $629,414 | 11,745 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $681,914 | 11,745 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $542,434 | 10,545 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||